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WANY
Wealthspire Advisors (New York) Portfolio holdings
AUM
$12.7B
1-Year Est. Return
17.32%
This Fund
S&P 500
1 Year Est. Return
+17.32%
AUM
$10.1B
AUM Growth
+$233M
(+2.4%)
Holding
847
Top Buys
| 1 | +$73.4M | |
| 2 | +$44.7M | |
| 3 | +$41.5M | |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$36M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$26.3M |
Top Sells
| 1 | +$25.6M | |
| 2 | +$18M | |
| 3 | +$11.8M | |
| 4 |
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
|
+$11.2M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$9.01M |
Sector Composition
| 1 | Technology | 3.47% |
| 2 | Financials | 2.76% |
| 3 | Consumer Discretionary | 1.2% |
| 4 | Communication Services | 0.94% |
| 5 | Healthcare | 0.88% |